1. Home
  2. Docs
  3. Plugin Features
  4. Contact Management

Contact Management

 Required Plugins: Business Directory / CRM 

Once you have installed the CRM plugin, you can enter your contacts either manually or by importing existing records. The CRM plugin gives your staff shared access to your database of member contacts so that they can follow up with key contacts as well as track member engagement.

Create a Meet the Team page to display contacts from your CRM in your Business Directory.

SETTINGS:

Articles

Was this article helpful to you? Yes No